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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
2914 South Elm-Eugene St, Greensboro, NC 27406 • United States
4006 Mendenhall Oaks Pkwy, High Point, NC 27265 • United States
600 Green Valley Road Suite 100, Greensboro, NC 27408 • United States
3320 Silas Creek Pkwy S, Winston Salem, NC 27103 • United States
2305 N Main Street, Ste A, High Point, NC 28056 • United States
7780 North Point Blvd, Winston-Salem, NC 27106 • United States
2504 Battleground Ave, Greensboro, NC 27408 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Winston-Salem | NC | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston-Salem | NC | 11/2016 | 10/2017 |
| Pruco Securities Llc | Greensboro | NC | 10/2017 | 08/2021 |
| The Prudential Insurance Company Of America | Greensboro | NC | 10/2017 | 08/2021 |
| Cuso Financial Services | San Diego | CA | 08/2021 | 05/2025 |
| Truliant Federal Credit Union | Winston-Salem | NC | 08/2021 | Present |
| Lpl Financial Llc | Greensboro | NC | 05/2025 | Present |
1- 05/15/2025 - Truliant Financial Advisors - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 08/13/2021 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-02 |
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